Make sure your family gets what’s rightfully theirs...
Dear Investment U reader,
When Chief Justice Warren Burger died on June 25, 1995, he probably never had dreamed there would be even the slightest problem with his estate.
He had signed a will on June 9, 1994 that seemed “cut and dried.” His wife, Elvera died earlier that year, so the legacy was to be split between his children. First, the estate would settle any claims. Then, two-thirds of the remainder would go to his son, Wade and one-third to his daughter, Margaret.
What could be clearer or more obvious? Sadly, however, the story took a dark turn. Because Justice Burger didn’t make a simple move, his children were socked with hundreds of thousands of dollars in taxes from the IRS and from his home state of Virginia. Thousands more dollars piled up in court costs.
The hard truth is that those extra taxes and costs could have been avoided. Easily.
Warren Burger had been Chief Justice of the United States Supreme Court, the #1 legal professional in the land. Yet, even he – and his lawyers – missed the move that could have netted his children an additional fortune.
The Oxford Club's goal is to prevent that from happening to any other family, including yours. That’s why I’m preparing to send you a simple move that could create an extra cash legacy of up to $1,140,000. It’s not insurance. It’s not an annuity. It’s not an investment. It’s certainly not a gamble – just a simple, profitable, 100% legal move that you can make in a matter of days.
It’s explained on page 17-18 of The Best Ways to Defend Your Wealth with Trusts and Gifts, a Special Report for Investment U readers.
Specifically, if you leave an estate valued at $4 million, this move could prevent an extra tax bite of $900,000. Plus, if you live in California, for example, the probate process could drag on for two years. We’re talking about another $40,000 to $240,000 for fees and legal costs.
That adds up to an extra legacy for your family of as much as $1,140,000. By making the right move – by establishing a certain kind of trust fund – you can make a world of difference for your family’s future. And it would only take a matter of days to get it done.
For each loved one, this could mean a bigger house, finer car, more secure retirement, and better colleges for their own children.
And there are other opportunities I would like to share with you…
One day, a woman called Oxford Club’s Wealth Protection Program Director, David Melnik with a request. She was stricken with terminal cancer but wanted to take care of her two children as well as she possibly could.
The older, adult daughter was to receive half the legacy, and would use the other half to raise the younger son who was only 8 years old.
David helped the terminally ill woman set up a remarkably simple offshore trust. More than a year later, when she died, he received a call from the older daughter who had heard about inheritance nightmares. She was concerned about receiving enough money, in a timely fashion, so she could take proper care of her little brother.
His response brought tears of relief. Her mother’s move had saved the estate $25,000 in probate costs and $40,000 in legal fees. Also, she was able to use the money – and earn interest on it – not in two years or 730 days, but in 30 days. She asked David how much she owed him. His answer was “Nothing. Your mother paid me long ago.”
Pages 83-85 will help you decide if an offshore trust can save tens of thousands of dollars for your family, too. It will show you where to look for havens, how to identify “sham” trusts, and even who can be counted on for qualified help.
If you want to help provide for your grandchildren, don’t leave the money directly to children who have a high net worth. That will drive up their own eventual estate taxes, reducing your grandchildren’s inheritance. There’s a much better way, and you’ll find it on page 52.
Don’t make gifts of property likely to be sold in the near future. If your children or grandchildren sell inherited land that appreciated in value, they’ll be socked with a whopping capital gains tax. Page 146 will reveal a strategy that saves your estate from this pitfall.
These four opportunities – trusts, offshore havens, gifts to grandchildren, and alternatives to giving land – protect your family by enhancing your estate. You can take advantage of them (and so many more) if you’re tipped off to what they are, and then start the ball rolling with your lawyer and accountant.
One of our vital missions at The Oxford Club is to help Investment U readers protect their hard-earned wealth from unfair taxes. That’s why I’m encouraging you to have this wealth-defending, money-saving information at hand, spelled out in plain English…
- Don’t fail to ask the IRS for this key document. Page 18.
- One clause, described on page 22-23, can keep creditors from pirating your estate.
- How to avoid taxes on large financial gifts to your children. Page 34-35.
- Our best Tax Avoidance Plan is revealed on page 37.
- Who needs an offshore trust? Maybe you – see page 83.
- 12 factors for finding the best places to locate your assets. Page 89.
- How to avoid getting mixed up in sham trusts. Page 91.
- One man gave his children $180,000 in gifts tax-free. Find out how on page 137.
- You can save a fortune in taxes when you give a house. Page 142-143.
- The simplest way to give gifts to minors is set forth on page 147.
- Say goodbye to capital gains taxes when donating property. Page 158.
- After looking at page 161, you won’t even think about giving mortgaged land.
The Best Ways to Defend Your Wealth with Trusts & Gifts is packed with valuable guidance that could make a difference for your family. Every Investment U reader should have this information and you don’t have to be a multi-millionaire to use these strategies.
I’ve secured the board’s permission to make that report available to you on a risk-free basis, and at a substantial member’s discount if you decide to keep it.
David Melnik, Q.C. is Director of The Oxford Club’s Wealth Protection Program. A recognized authority on global economic, legal, and financial matters he has been a personal advisor to the Treasurer and Premier of Ontario, Canada.
|
During that time, please scan the 200+ tax-slashing, money-saving pages of this Special Report (plus a crystal-clear glossary).
80 pages on trusts. Make your assets invisible to wealth-snatchers. Protect your life insurance benefits. Provide tax-free income for your children. Avoid scams and pitfalls.As I mentioned, my hope is that every Investment U reader will receive this guidance. So I’ve arranged to distribute it at a cost of just $79, plus $4.95 for shipping and handling.
52 pages on giving gifts. Maximize your tax benefits with charitable trusts. Pass assets to heirs and still avoid most taxes. Cut estate costs while ensuring that you are personally protected. Discover a little-known tax bonanza.
62 pages on safeguarding your wealth with offshore opportunities. When, where, and how to go offshore. Explore the world’s best asset haven nations. Use offshore trusts for investments. Save estate taxes with Asset Protection Trusts.
– a $30 savings!
Your satisfaction with our special report is 100% guaranteed. Read through it for 60 days risk-free. Share its information with your lawyer and tax accountant. Then, if not perfectly satisfied, send it back for a full refund on the purchase price. It’s as simple as that.
Getting (and using) this urgent Special Report is a decisive way to protect your family from creditors and tax collectors. It could lead to an expanded legacy of up to $1,140,000.
Sincerely,
James Boxley Cooke
Chairman, The Oxford Club
P.S. Please act now and get this Special Report: How to Increase Your Child’s Lifetime Income by $1 Million – Or More, FREE! Our research has discovered a simple but powerful investment plan for parents concerned about securing their child’s or grandchild’s financial future. We’ll walk you through the 12 most important financial questions every parent should ask… and how the answers could make a difference of $19,485 (or more) the very first year they graduate college.